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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
ANC
1801
Ames National Corp
Iowa
$453K – – –
CG
1802
Clifford Group
Massachusetts
$453K – – –
HCM
1803
Hodges Capital Management
Texas
$453K – – –
OL
1804
one8zero8 LLC
North Carolina
$453K – – –
PW
1805
Potentia Wealth
California
$453K – – –
SWGC
1806
Summit Wealth Group (Colorado)
Colorado
$449K +$296K +1,489 New
CWA
1807
Canvas Wealth Advisors
Kansas
$448K +$13.1K +66 +5%
PAS
1808
Parsonex Advisory Services
Colorado
$448K -$76.4K -385 -21%
PWM
1809
Paulson Wealth Management
Illinois
$447K +$4.57K +23 +2%
CAI
1810
Capital Advisors Inc
Oklahoma
$447K +$294K +1,480 New
CAM
1811
Carret Asset Management
New York
$447K -$7.94K -40 -3%
AAS
1812
Annex Advisory Services
Wisconsin
$445K +$17.1K +86 +6%
SFG
1813
Sovereign Financial Group
Connecticut
$444K +$292K +1,470 New
WMA
1814
Wealth Management Associates
New Jersey
$444K -$71.5K -360 -20%
HIM
1815
Hanlon Investment Management
New Jersey
$444K -$37.7K -190 -11%
GKWIM
1816
Gerber Kawasaki Wealth & Investment Management
California
$442K +$291K +1,464 New
AWA
1817
AGH Wealth Advisors
Kansas
$441K +$290K +1,461 New
SAM
1818
Secure Asset Management
Michigan
$441K +$290K +1,460 New
EHC
1819
Everett Harris & Co
California
$440K – – –
DCM
1820
Donaldson Capital Management
Indiana
$438K +$8.54K +43 +3%
SCM
1821
Stonehearth Capital Management
Massachusetts
$438K -$202K -1,019 -41%
FFN
1822
Focus Financial Network
Minnesota
$434K +$285K +1,438 New
CWA
1823
Crusonia Wealth Advisors
Colorado
$433K +$285K +1,435 New
CPW
1824
Cogent Private Wealth
Florida
$432K +$4.37K +22 +2%
MM
1825
Meridian Management
Arkansas
$428K – – –
71 72
73
74 75